Missed a webinar? Want to watch it again? Need a refresher? Or just looking for information? Visit our library of Crestwood webinar recordings. We have saved them all in one easy access location for you. Here is a list of categories and featured videos all in one place for your viewing pleasure. Go to the … Read more
Wednesday, October 6, 2021 12:00 PM – 1:00 PM (CDT) Microsoft Power Automate is all about process automation. Power Automate (formerly Microsoft Flow) allows anyone with knowledge of the business process to create repeatable flows that when triggered leap into action and perform the process for them. What could be better than that? Automate quickly … Read more
Thursday, September 30, 2021 11:00 AM – 11:30 AM (CDT) Acumatica is the top modern, cloud-based ERP solution on the market today. It is no wonder why business leaders everywhere are making the switch. However, no ERP is perfect. Payables and receivables staff know this all too well, as the ones who actually USE … Read more
Tuesday, September 28, 2021 1:00 PM – 2:00 PM (CDT) Following up on our ARM Basics for Acumatica session, this will cover more in-depth and advanced topics. Tiffany Bennett is our resident Acumatica expert and she’s on hand to talk reporting. We’ll cover: Row Sets (Total Row Tricks, Expanding Account Detail, Renumbering Rows) Column Sets … Read more
In Microsoft Dynamics 365 Business Central, dimensions are what we use to categorize entries so you can track and analyze them on documents throughout the system. Dimensions can, for example, indicate the project or department an entry came from on a sales order. You can set up default dimensions for anything. You may, though, find … Read more
Raise your hand if you ever had to transcribe an audio file and was frustrated by the number of times you had to hit the rewind button and listen to the same sentence repeatedly? Well guess what, with Word’s Transcribe feature, you no longer need to click that rewind button on the recorder; Transcribe instantly … Read more
As we sit on the precipice of the next Microsoft Dynamics GP release (scheduled for October), we figured it was time to again check in with our Great Plains folks! Payroll Tax Updates The first thing we should note is the updated payroll tax tables. Late July saw Round 4 updates in Idaho, Kansas, New … Read more
One of the biggest threats to business continuity today is the threat of malware and ransomware. We’ve covered this topic a lot on our blog, but for good reason. Malware can halt operations with the single click of a link from a seemingly innocent email. Let’s look at some ways to ensure that you’re taking … Read more
Tuesday, September 21, 2021 11:00 AM – 12:00 PM (CDT) So you’re making the switch to Business Central? How exciting for you! This session will tell you all you need to know about your new system. Our experts will walk through navigation, terms, tips and tricks, and much more! Register Here
Dynamics 365 Business Central is better than Dynamics GP or Dynamics SL. You must try it out. Just as we love classic cars, vinyl records, and drive-in theatres, we love Great Plains, Dynamics GP and Dynamics SL too! But sometimes nostalgia needs to take a backseat to efficiency. Microsoft Dynamics 365 Business Central is simply … Read more
Often our success stories highlight a customer’s journey through choosing a new ERP system (Acumatica or Dynamics 365 Business Central) and the ins and outs of their implementation with our team here at Crestwood Associates. This one will be a little different; this is a story of a company who had gone through the process … Read more
Even out of the box, Microsoft Dynamics 365 Business Central is intuitive and easy to use. Setting up and keeping an eye on your chart of accounts has never been easier. But it gets better: you can customize the way the chart of accounts is displayed using dimensions and filters. From the chart of accounts … Read more
Wednesday, September 15, 2021 11:00 AM – 12:00 PM (CDT) Join Georgia Stewart from Crestwood and learn how to use SmartList Designer. During this hour-long webinar, she will teach you: -Quick overview of SmartList Designer -Setting up a new report -Modifying your reports -Sharing your reports Register Here
Tuesday, October 5, 2021 11:00 AM – 12:00 PM (CDT) The ERP world was finally able to celebrate at Acumatica Summit in July, and we got a sneak peek of Acumatica 2021 R2! We’re ready to talk more about the exciting new features, like: Highlights of the major usability and personalization changes, like consolidated toolbars … Read more
How can I correct a posted transaction in Dynamics GP? Have you ever accidentally posted a journal entry incorrectly? Dynamics GP does not allow you to correct or void a GL entry that is posted. You need to enter a new journal entry, reversing the previously entered one. Dynamics GP provides the ability to do … Read more
Here at Crestwood one of the most anticipated Cloud ERP software events we look forward to each year is Acumatica Summit. This year, Acumatica Summit 2021 was held at the luxurious Wynn Las Vegas resort in July 2021. It was an amazing week for our team; they joined sessions, manned our booth and walked the … Read more
Crestwood Associates is enthusiastic about the upcoming launch of Acumatica Cloud ERP’s 2021 R2 release. We’ve seen highlights at Summit during the keynote sessions and we are looking forward to seeing more. The virtual launch is scheduled to take place on Wednesday, September 22, 2021 at 10:00 AM (PST), and will last approximately 2 hours. … Read more
Keyboard shortcuts: we use them every day. Ctrl+A, Ctrl+X, Ctrl+C, Ctrl+P… those simple but quick and handy keyboard shortcuts that quickly perform a function on your machine, software, or app. These little tricks make your work life a little less tedious. We all know how much of a pain it is to switch back and … Read more
Microsoft’s Teams development team is at it again! There are so many new features released in July that are sure to make your next Teams meeting a successful one. Check out the new meeting features: Search Function Need an old recording but don’t know the date it was recorded or where to look? You can … Read more
It was an amazing couple of days at Acumatica Summit 2021 last week. Joining sessions, walking the Marketplace halls, and spending time learning what Acumatica 2021 R2 has in store for us. At Summit, the Crestwood team (not to brag) won six – yes SIX – MVP awards for being “passionate community members that are … Read more
Crestwood Associates ranks in yet another top ERP reseller list. ORLANDO, Fla. (PRWEB) July 16, 2021 — Crestwood Associates has again been named to Accounting Today’s list of Top 100 VARs for 2021. The top 100 resellers are chosen from organizations that sell and implement Enterprise Resource Planning (ERP) and accounting software, and are ranked … Read more
If you’re wondering what you can do to make your cloud environment more secure, you are certainly not alone. The incentives are higher than ever for attackers, and with the proliferation of internet connected platforms and applications, there are more avenues to exploit than ever before. Here are some tips you can use to reduce … Read more
In Microsoft Dynamics 365 Business Central, it’s easy to send a refund to a customer and the customer doesn’t need to be set up as a vendor record. If a credit memo document was posted for the customer, the refund can be applied to that credit memo. Or the refund can just go against the … Read more
Acumatica Summit 2021 in Las Vegas did not disappoint. Advanced functionality, improved performance, and superior support were some of the payroll highlights our Crestwood clients are excited about. Day one, we heard from Jon Roskill, CEO at Acumatica. “We innovate our business and industry functionality at remarkable speeds, enabling us to deliver a future-proof platform … Read more